Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Evergreen Wealth Solutions, LLC
- $147 Million
- Q3 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 11,492 shares of IBDS stock, worth $274,888. This represents 0.19% of its overall portfolio holdings.
Number of Shares
11,492
Previous 11,436
0.49%
Holding current value
$274,888
Previous $271,000
3.32%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
342Shares Held
83.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$174 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$130 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$83.8 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.7 Million1.21% of portfolio